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CAAPX vs JVMTX
CAAPX vs JVMTX Comparison
Open Charts CAAPX vs JVMTX
Ariel Appreciation Investor
Price$44.04
Change-$0.21 (-0.47%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.84
Change-$0.05 (-0.16%)
VolumeN/A
CapitalizationN/A
CAAPX vs JVMTX Comparison Chart
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CAAPX vs. JVMTX commentary
Nov 14, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAAPX is a StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. CAAPX (1.05B). CAAPX (0.74) and JVMTX (0.73) have matching dividends . CAAPX was incepted earlier than JVMTX: CAAPX (35 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. CAAPX (17.00). JVMTX has a lower initial minimum investment than CAAPX: JVMTX (0) vs CAAPX (1000). JVMTX annual gain was more profitable for investors over the last year : 23.16 vs. CAAPX (19.13). JVMTX return over 5 years is better than : 46.87 vs. CAAPX (-3.03).
| CAAPX | JVMTX | CAAPX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 11 years | - |
| Gain YTD | 12.519 | 16.459 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 24.3B | 4% |
| Annual Yield % from dividends | 0.74 | 0.73 | 102% |
| Returns for 1 year | 19.13 | 23.16 | 83% |
| Returns for 3 years | -18.91 | 9.15 | -207% |
| Returns for 5 years | -3.03 | 46.87 | -6% |
| Returns for 10 years | -20.01 | 64.84 | -31% |